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Elena T

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Elena Telesco is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and having one year of industry experience. Her prior work includes roles at Nordstrom and Winston Retail, as well as academic positions at the University of Southern California and Santa Monica College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office support and Specialized Executive Wealth programs, leveraging integrated capabilities across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Cameron A

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Cameron Almond is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. He holds a Series 66 designation and has 12 years of industry experience, including seven years at The AYCO Company, L.P./Mercer Allied prior to joining Goldman Sachs in 2019. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models supported by specialized groups and offers a range of fee arrangements and platforms, leveraging the broader Goldman Sachs ecosystem for enhanced product access and advisory services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Katherine K

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Katherine King is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. She previously held roles at Frank, Rimerman + Co., Isler CPA, Roseburg Forest Products, and Campus Advantage Inc. Goldman Sachs Wealth Services serves a broad client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and access to specialized programs and alternative investments. The firm integrates strategic and tactical allocation models with discretionary and non-discretionary implementations, supported by extensive resources within the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Danielle W

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Danielle Wright is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Ayco, a Goldman Sachs company, as well as Allstate Insurance Company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Alexa W

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Alexa Winograd is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at Goldman Sachs and five years at Trader Joe's. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients, leveraging centralized investment resources and integrated financial group capabilities.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jonathan P

Series 63, Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Jonathan Proctor is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for eight years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jonathan M

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Jonathan Markowicz is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs since 2018, with prior roles at The Ayco Company, Mercer Allied, Mass Mutual Life Insurance, MML Investors Services, and Lecce Financial Services. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and a range of implementation platforms integrated within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Kristina R

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Kristina Rudolph is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Walsh College, and North American Bancard. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers while offering specialized programs such as Executive Wealth and Private Family Office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jesse C

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Jesse Castillo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and positions in university recreation and hospitality. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office and Executive Wealth programs. The firm leverages strategic allocation models, manager selections, and a range of fee arrangements, integrating capabilities across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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William T

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

William Tran is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and previously worked at Principal Financial Group for five years. Tran has also pursued graduate education at the University of Southern California. Goldman Sachs Wealth Services serves a broad client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management solutions, integrating resources from across the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jonathan A

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Jonathan Ayache is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporations, and institutional clients. The firm offers tailored services such as executive wealth management, personal wealth, private family office support, and retirement plan education, leveraging centralized investment resources and a range of affiliated and unaffiliated managers.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Parker S

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Parker Stone is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with United Capital Financial Advisers, LLC and The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Tatiana H

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Tatiana Howell is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her background includes internships and roles related to financial wellness and education at the University of California Merced and the Congressional Black Caucus Foundation. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Carin L

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Carin Luyben is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Elizabeth O

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Elizabeth Otoole is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. She has been with Goldman Sachs Ayco since 2021 and previously worked at Bodhi Leaf Trading Co, Chapman University, Target, and Mater Dei High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jeffrey D

Series 63

Newport Beach, CA

Goldman Sachs Wealth Services

Jeffrey Demaio is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 63 designation and over 31 years of industry experience. He previously worked at Ayco/Mercer Allied Company, L.P. for 27 years before joining Goldman Sachs in 2021. He serves as an Investment Committee Member at St. Joseph Hospital Foundation. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as executive wealth and private family office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Anh Thu D

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Anh Thu Damiani is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, Damiani worked at Goldbook Financial, a MassMutual firm, and has held roles in training, fitness, education, and hospitality. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support through an integrated financial group structure.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Savita G

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Savita Govind is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs since 2022. Her prior experience includes roles at The George Washington University and the Office of the Comptroller of the Currency. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Ryan S

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Ryan Stockbauer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His work history includes roles at Goldman Sachs from 2020 onward, with earlier experience outside the financial sector. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized executive wealth programs, utilizing both discretionary and non-discretionary strategies supported by proprietary research and a broad affiliate network.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Erick M

Series 63, Series 65

Newport Beach, CA

Goldman Sachs Wealth Services

Erick Mccreight is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 19 years at Ayco/Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of investment and banking capabilities.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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